Eagle Materials Inc. (EXP): A Bull Case Theory
We came across a bullish thesis on Eagle Materials Inc. on Special Situation Investing’s Substack by Six Bravo. In this article, we will summarize the bull’s thesis on EXP.
Eagle Materials Inc (EXP)
Market is closed
Sector: Cement, Hydraulic
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hood River Capital Management David Swank | 316,578 | $70,258,156 | +2% | 1.2% |
| 2. | L1 Capital David Steinthal | 84,271 | $18,702,263 | 5.15% | |
| 3. | AQR Capital Management Cliff Asness | 73,931 | $15,923,192 | +34% | 0.02% |
| 4. | Citadel Investment Group Ken Griffin | 69,207 | $15,359,110 | +91% | 0% |
| 5. | Hudson Bay Capital Management Sander Gerber | 55,000 | $12,206,150 | +10% | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $213.66 | 1,000 | $213,660.00 | 2,000 | 2025-05-22 | Filing | |
| $257.50 | 155 | $39,912.50 | 3,655 | 2025-02-10 | Filing | |
| $257.22 | 155 | $39,868.33 | 1,705 | 2025-02-10 | Filing | |
| $92.54 | 700 | $64,778.00 | 1,505 | 2014-11-24 | Filing | |
| $83.34 | 1 | $80.50 | 805 | 2014-05-07 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $319.64 | 1,000 | $319,640.00 | 12,937 | 2024-11-25 | Filing | |
| $310.04 | 5,000 | $1,550,192.00 | 60,488 | 2024-11-22 | Filing | |
| $311.06 | 200 | $62,211.50 | 85,811 | 2024-11-22 | Filing | |
| $310.49 | 11,688 | $3,628,976.73 | 86,011 | 2024-11-22 | Filing | |
| $308.97 | 5,652 | $1,746,290.53 | 85,811 | 2024-11-21 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,623,271 | $804,112,656 | 0.05% | |
| 2. | 3,379,953 | $750,112,970 | 0.01% | |
| 3. | 3,289,903 | $730,128,171 | 0.02% | |
| 4. | 2,140,621 | $475,068,100 | 0.03% | |
| 5. | 1,130,755 | $250,948,491 | 0.21% |
News See All
Eagle Materials Inc. (NYSE:EXP) Q4 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to Eagle Materials Fourth Quarter and Fiscal 2025 Earnings Conference Call. This call is being recorded.
Eagle Materials Inc. (EXP): A Bull Case Theory
We came across a bullish thesis on Eagle Materials Inc. (EXP) on Substack by Margin of Sanity. In this article, we will summarize the bulls’ thesis on EXP. Eagle Materials Inc.
Should You Increase Your Holdings in Eagle Materials (EXP)?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter. A copy of the letter can be downloaded here.
10 Best Stocks to Buy According to Seth Klarman
Baupost Group, once among the best-performing hedge funds, is facing its biggest test yet. The hedge fund's performance over the past decade has been found wanting.
10 Best Construction Stocks to Buy Now
As per Cumming Group, which provides project and cost-management services, the construction industry kicked off 2025 with a healthy momentum, thanks to the robust fundamentals from 2024.
Eagle Material (EXP) Experienced Strong Demand In Divisions
Bretton Capital Management, an investment management company, released “Bretton Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
10 Cheap Value Stocks to Invest In, According To Seth Klarman
No value in crypto, but the focus should be on artificial intelligence. That’s the stance held by value investing magnet Seth Klarman.
Bretton Fund Added Eagle Materials (EXP) in Q3
Bretton Capital Management, an investment management company, released "Bretton Fund" third quarter 2024 investor letter. A copy of the letter can be downloaded here.
10 Best Construction Materials Stocks To Buy Now
Donald Trump’s policy agenda including deregulation, tariffs, and tax cuts, has different implications for different investment sectors, according to market experts.